Prepare invoice follow-up from Todoist
Capture the follow-up once and get the invoice context needed for the next message.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get Invoices
Tool to retrieve a list of all invoices from agiled. use after obtaining valid api credentials.
Why this helps
Invoice follow-up slips when status checks require a separate manual search.
- Keeps invoice follow-up visible
- Reduces payment status searches
- Supports faster collections decisions
Setup
Build it in a few focused steps.
- 1Connect Todoist and Agiled in Notis once.
- 2Create an automation named Invoice follow-up assistant.
- 3Tell Notis to retrieve Agiled invoices related to each new Todoist follow-up task and summarize status, customer, amount, and due information available.
- 4Pick Todoist New Task Created as the trigger and choose a report channel.
- 5Test with one invoice follow-up task.
Questions about this workflow
Can I focus on overdue invoices?
Yes. State the overdue criterion or date range in the Todoist task.
Does it contact customers?
No. It prepares invoice context for your follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Agiled. A trigger fires from one place; an action lands in another.
Todoist triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Tool to create a new project in agiled. use when you have collected all project details and need to set up the project before assigning tasks. example: "create a new project named website redesign with start date 2023-09-01 and status in progress."
New Task Created
Trigger when a new task is added to Todoist.
Create Task
Tool to create a new task in agiled. use when you have all task details and want to add it to your project board. example: "create a task titled 'draft specs' for project 45, assigned to user 7, priority normal, due date 2025-11-05."
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
Get Contacts
Tool to retrieve a list of all contacts. use after configuring the api key to fetch contacts with optional pagination or search filters.
Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Get Employees
Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.
Connect any two apps with Notis in the middle.
Todoist and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agiled.